Lead Generation
Build a focused prospect gifting shortlist
Build a gifting shortlist from prospect research or existing CRM contacts who have not engaged recently.
When to use it
You want a small prospect gifting shortlist. Use a research tool to find and prioritize prospects, or your CRM to find existing target contacts with no recent outreach and no open deal.
What your AI assistant does
- Uses Apollo, Clay, ZoomInfo, 6sense, UserGems or Demandbase for prospect research, or Salesforce or HubSpot for existing contacts.
- For CRM contacts, checks recent outreach and excludes accounts with open deals, flagging missing history.
- Ranks prospects using verified professional details and available fit, engagement or buying signals. Keeps account signals separate from individual behavior and asks before paid research or contact unlocks.
- Confirms countries, checks recent Reachdesk sends and recommends eligible Reachdesk gifts within budget.
- Shows the shortlist and costs by currency, then asks which prospects to take forward without creating contacts or sending gifts.
Example prompt
Ready-to-use prompt
Build a shortlist of up to [number of prospects] matching [company criteria] and [target roles]. Use one research source: [Apollo, Clay, ZoomInfo, 6sense, UserGems or Demandbase], or [Salesforce or HubSpot] for existing contacts. Use available fit, engagement or buying signals to explain priorities; don't treat account-level intent as an individual's activity. For CRM contacts, exclude anyone contacted in [engagement lookback period] and accounts with open deals; flag missing history. Explain each prospect's fit and verify their country. Ask before paid research or contact unlocks and don't infer personal interests. Check recent Reachdesk sends and recommend one eligible Reachdesk gift per person within [budget and currency per person]. Show totals by currency. Don't create contacts, start sequences or send gifts. Ask which prospects to take forward.
Works with Claude, ChatGPT and Microsoft Copilot once Reachdesk MCP is connected.
Ready to put your first prompt to work?
Connect Reachdesk MCP to Claude, ChatGPT, or Microsoft Copilot and turn GTM signals into smarter gifting.